Bilingual Financial Rep jobs in United States
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New York Life Insurance Company · 3 weeks ago

Bilingual Financial Rep

positionSanta Clara, CA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$109K/yr - $109K/yr

New York Life Insurance Company is seeking a Bilingual Financial Professional to join their growing team in Santa Clara, CA. In this role, you will guide clients through a range of financial and investment solutions, helping them make informed decisions and create personalized financial strategies to reach their long-term goals.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote

Responsibilities

Create personalized financial strategies that empower individuals to reach their long-term goals
Guide clients through a comprehensive range of financial and investment solutions, helping them make informed decisions at every stage of life

Qualification

Bilingual EnglishBilingual SpanishFinancial planningInvestment solutionsClient relationship managementCommunity service

Required

Fluent in English
Proficient in Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese
Passionate about serving diverse communities

Benefits

Competitive Compensation
Enjoy a robust earnings structure with performance-based incentives that reward your success.
Flexible Schedule
Design a work-life balance that aligns with your personal priorities and professional goals.
Career Growth & Development
Advance with confidence through clear, structured career pathways in insurance and financial services—backed by industry-leading training and support.

Company

New York Life Insurance Company

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For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.
dateFounded in 1845
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.newyorklife.com/

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)

Funding

Current Stage
Late Stage

Leadership Team

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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Deepa Soni
Executive Vice President and Chief Information Officer
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Recent News

The Real Deal
Harwood refinances tower for $161M, as Dallas’ office market continues to recover
2026-01-13
Business Wire
New York Life Enters 2026 with Industry-Leading Financial Strength Ratings
2026-01-05
Insurance News in the United States
New York Life combines asset units into $785bn global platform
2025-12-13
Company data provided by crunchbase